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Financial Gravity Companies’s MasterBrand MBC Stock Holding History

Financial Gravity Companies’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.75K Buy
+160
New +$1.77K ﹤0.01% 764
2024
Q4 		$2.34K Buy
+160
New +$2.73K ﹤0.01% 748

Other funds holding MBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Financial Gravity Companies's MBC Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in MasterBrand (MBC) in Q2 2025: 160 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MBC as recently as Q4 2024.

Financial Gravity Companies first reported a position in MBC in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.34K in Q4 2024. 324 funds tracked by Wall St. Rank hold MBC as of Q2 2025.

  • Financial Gravity Companies held 160 shares of MasterBrand worth $1.75K as of Q2 2025.
  • MasterBrand was a new Financial Gravity Companies position in Q2 2025.
  • MasterBrand made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #764 holding.
  • Financial Gravity Companies first reported a position in MasterBrand in Q4 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's MasterBrand position peaked at $2.34K in Q4 2024.
  • 324 funds tracked by Wall St. Rank held MasterBrand as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.